SEC CIK 1664211
Ann S. Gerdin Revocable Trust
Reported ownership across 1 company, sourced from SEC Form 4 filings and updated daily.
Current Positions
| Company | Shares Owned | As Of |
|---|---|---|
| HTLDview stock → | 8,939,532 | 2026-05-19 |
Position History — HTLD
Reported shares owned immediately after each Form 4 transaction, over time.
Recent Filings — HTLD
| Date | Activity | Shares | Price | Owned After |
|---|---|---|---|---|
| 2026-05-19 | Gift | 4,474,456 | $0.00 | 8,939,532 |
| 2026-05-15 | Grant / award | 500 | $0.00 | 9,313 |
| 2025-12-01 | Gift | 10,000,000 | $0.00 | 4,465,076 |
| 2025-05-14 | Gift | 5,525,544 | $0.00 | 14,465,076 |
| 2025-05-12 | Open-market buy | 167,644 | $8.95 | 1,214,500 |
| 2025-05-08 | Open-market buy | 100,149 | $8.23 | 1,700,249 |
| 2025-05-07 | Open-market buy | 148,272 | $7.70 | 1,046,856 |
| 2025-05-06 | Open-market buy | 148,272 | $7.60 | 1,600,100 |
| 2025-01-01 | Grant / award | 1,000 | $0.00 | 8,813 |
| 2024-12-02 | Gift | 429,094 | $0.00 | 8,939,532 |
| 2024-11-18 | Open-market buy | 49,506 | $12.24 | 898,584 |
| 2024-07-12 | Gift | 1,418,011 | $0.00 | 8,510,438 |
| 2024-05-14 | Gift | 10,000,000 | $0.00 | 7,092,427 |
| 2024-05-03 | Open-market buy | 8,089 | $10.74 | 849,078 |
| 2024-04-30 | Open-market buy | 93,496 | $9.86 | 770,704 |
| 2024-04-29 | Open-market buy | 93,496 | $10.12 | 677,208 |
| 2024-04-26 | Open-market buy | 88,100 | $10.44 | 583,712 |
| 2024-02-22 | Open-market buy | 14,933 | $12.39 | 159,865 |
| 2023-12-08 | Open-market buy | 42,862 | $13.75 | 495,612 |
| 2023-12-07 | Open-market buy | 69,107 | $13.73 | 452,750 |
| 2023-12-06 | Open-market buy | 70,299 | $13.70 | 383,643 |
| 2023-12-05 | Open-market buy | 44,479 | $13.75 | 313,344 |
| 2023-12-01 | Gift | 1,139,309 | $0.00 | 17,092,427 |
| 2023-11-29 | Open-market buy | 2,055 | $13.24 | 268,865 |
| 2023-11-28 | Open-market buy | 10,797 | $13.21 | 266,810 |
| 2023-11-27 | Open-market buy | 20,062 | $13.21 | 256,013 |
| 2023-09-07 | Open-market buy | 2,982 | $14.73 | 235,951 |
| 2023-09-06 | Open-market buy | 22,247 | $14.85 | 232,969 |
| 2023-09-05 | Open-market buy | 60,157 | $14.80 | 210,722 |
| 2023-08-29 | Open-market buy | 985 | $14.99 | 150,565 |
| 2023-08-25 | Open-market buy | 1,649 | $15.00 | 149,580 |
| 2023-08-22 | Open-market buy | 19,753 | $15.00 | 147,931 |
| 2023-08-16 | Open-market buy | 67,038 | $15.40 | 144,932 |
| 2023-08-15 | Open-market buy | 43,948 | $15.40 | 77,894 |
| 2023-07-24 | Gift | 3,031,683 | $0.00 | 15,953,118 |
| 2023-05-17 | Open-market buy | 1,692 | $15.05 | 33,946 |
| 2023-05-16 | Open-market buy | 100 | $14.99 | 128,178 |
| 2023-05-05 | Open-market buy | 15,482 | $14.99 | 128,078 |
| 2023-05-04 | Open-market buy | 36,302 | $14.90 | 112,596 |
| 2023-03-15 | Open-market buy | 5,722 | $15.74 | 76,294 |
| 2023-03-15 | Open-market buy | 3,898 | $15.84 | 32,254 |
| 2023-03-14 | Open-market buy | 52,778 | $15.89 | 70,572 |
| 2023-03-14 | Open-market buy | 10,589 | $15.80 | 28,356 |
| 2023-03-13 | Open-market buy | 15,642 | $15.78 | 17,794 |
| 2023-03-13 | Open-market buy | 17,767 | $15.78 | 17,767 |
| 2023-02-10 | Open-market buy | 2,152 | $15.99 | 2,152 |
| 2020-08-14 | Open-market sale | 489,130 | $20.02 | 3,916,863 |
| 2020-07-24 | Open-market sale | 3,260,870 | $20.02 | 4,405,993 |
| 2020-01-21 | Gift | 772,579 | $0.00 | 18,158,354 |
| 2020-01-21 | Gift | 626,378 | $0.00 | 7,666,863 |
| 2019-12-16 | J | 2,020,000 | $19.80 | 17,385,775 |
| 2019-12-16 | J | 2,020,000 | $19.80 | 7,040,485 |
| 2019-12-07 | Gift | 830,592 | $0.00 | 14,762,457 |
| 2019-12-07 | Gift | 603,318 | $0.00 | 15,365,775 |
| 2019-12-07 | Gift | 445,849 | $0.00 | 9,060,485 |
| 2019-01-22 | Gift | 672,499 | $0.00 | 13,931,865 |
| 2019-01-22 | Gift | 984,766 | $0.00 | 13,259,366 |
| 2019-01-22 | Gift | 651,010 | $0.00 | 8,614,636 |
| 2014-06-30 | — | — | — | 1,936,276 |
| 2014-06-30 | — | — | — | 8,818,906 |
Source: SEC EDGAR Form 4 filings. For informational purposes only — not investment advice.